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2011 - Social Security Coördination in Romania
1. organising training and setting up networks on the
European Coordination of Social Security Schemes
in the 27 Member States
Social security
coordination
2. Unemployment benefits
EC Regulation 883/2004 and 987/2009
Main provisions:
-Aggregation of periods of insurance, employment or self-
employment (art. 61 of BR, art. 54 of IR)
-Export of unemployment benefits (art. 64 of BR, art. 55 of IR)
-Special rules for cross-border workers(art. 65 of BR, art. 56 of
IR)
-Reimbursement of unemployment benefits (art. 70 of IR)
3. Romanian practice
I. Aggregation of periods
• According to the Decision E1 of the AC, Romanian institutions
continue to issue E 301, E 302 forms
• Insurance periods or periods treated as such and specified in
the European forms issued by other MS are taken into
account unconditionally by Romanian competent institutions
• Intense activity in relation with Italy and Spain, mostly in one
way direction: Romanian insurance periods certified in view
of establishing entitlement to unemployment benefits in one
of the above-mentioned states
• Less significant exchange of information and forms in relation
to other member states
4. Some statistical data
• Reference period of 1 year (1st October 2010 – 31 October
2011):
• 4766/E301, out of which:
- 2164 issued for Spain
- 1992 issued for Italy
• 6333/E 302, out of which 6320 issued for Spain
• The number of E 301 claimed by Romania from other MS over
the same period is significantly lower: 64
5. The same implementing problems as under old
Regulation 1408/71
• Lack of required documents when a Romanian E 301/E 302 is
claimed by other MS, which finally leads to subsequent
Romanian delays in issuing requested forms
• Long waiting time until requested forms are delivered by
other MS
• Reluctance of certain institutions to use e-mail communication
when further exchange of information is needed, which
extends the waiting time
• Improperly filled in forms (undated, unsigned, not stamped)
6. II. Export of unemployment benefits
Common procedures applied by Romanian institutions:
-Export period initially authorized for 3 months
-Period extended up to 6 months upon the request of the
unemployed, transmitted before the end of the initial 3-month
period/ no criteria
-Payment of the Romanian unemployment benefits only upon
receiving U009 confirming registration as jobseeker and U013
(monthly monitoring)
-U013 can be replaced by the own behalf statement of the
unemployed, transmitted before the end of each export month
7. Some statistical data
Reference period 1 year (1st October 2010 – 31 October 2011):
• Exported Romanian unemployment benefits: 23 (out of
which, 9 for Spain, 5 for Hungary,)
• Exported MS unemployment benefits: 126, out of which:
- 33 from Germany
- 23 from Spain
- 13 from France
8. Implementing problems
• Failure to deliver or delayed delivery by other MS of U009,
which could stop or delay payment of Romanian
unemployment benefits
• Sometimes, neither U013, nor the own behalf statement of
the unemployed is received, meaning no payment is made
• Late payment of unemployment benefits by other MS, in
which case the unemployed asked for assistance from
Romanian liaison body
9. III. Reimbursement of unemployment benefits
• Just a few entitlements were established under art. 65 of BR:
- 1 frontier worker (employment state Hungary)
- 3 mariners (employment state Italy, Germany, Luxemburg)
- 1 seasonal worker (Germany)
• No Romanian claims for reimbursement were sent up to the
current date because:
- either the payable period of 3/5 months did not elapse, or:
- payment of unemployment benefits is currently suspended
because of short-time employment
10. Reimbursement of unemployment benefits - II
• Romania received several reimbursement claims from other
MS:
- 3 from Hungary
- 2 from Germany
- 1 from Bulgaria
- 1 from Sweden
• The reimbursement claims were examined, but no payments
will be made before AC Decision U4 is adopted, especially
that Romanian delegation sent proposed amendment of
section <determination of refundable period> of the draft
Decision U4
11. Romanian/Hungarian cooperation
• Less intense exchange of information and forms compared to
Spain and Italy
• Whenever needed, efficient and prompt communication at
liaison bodies level
• Shared standpoint in relation to the draft Decision U4
regarding reimbursement of unemployment benefits
Special thanks for the good cooperation!